Midway Capital Research & Management — 13F holdings

Midway Capital Research & Management reported 50 holdings worth $118M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. AMAT APPLIED MATLS INC — $13.8M (11.7%)
2. AAPL APPLE INC — $8.97M (7.6%)
3. APH AMPHENOL CORP NEW — $6.47M (5.5%)
4. MA MASTERCARD INCORPORATED — $5.75M (4.9%)
5. JLL JONES LANG LASALLE INC — $5.45M (4.6%)
6. EWBC EAST WEST BANCORP INC — $4.88M (4.1%)
7. ADI ANALOG DEVICES INC — $4.80M (4.1%)
8. BN BROOKFIELD CORP — $4.34M (3.7%)
9. GOOGL ALPHABET INC — $3.42M (2.9%)
10. SYK STRYKER CORPORATION — $3.35M (2.8%)